Plan Ledger DOL Form 5500 · updated monthly

Vulcan, Inc.ESOP

VULCAN, INC. EMPLOYEE STOCK OWNERSHIP PLAN · FOLEY, AL · plan year 2023

Reported admin expense ratio · 2023
0.00%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Vulcan, Inc. reported $120 in plan administrative expenses for 2023: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $15,164 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 183rd-largest of 902 plans among Alabama employers on file, and the 3,663rd of 13,661 in manufacturing.

Plan summary
Net assets, end of year$40,224,009
Participants with balances328
Active participants255
Employer contributions$3,866,724
Employee contributions—
Employer contribution per active participant$15,164
Average account balance$122,634
Benefits paid to participants$3,848,149
Plan auditUnmodified (clean) audit opinion
AuditorBMSS, LLC
Plan history2
Yearassets · accounts · employer contribution
2023$40.2M · 328 accts · $3.9M emplr
2022$39.1M · 312 accts · $3.1M emplr
Employer contributions to the Vulcan, Inc. plan · 2023
Employer contribution per active participant$15,164
Median for plans this size$2,440
2023$15,164 per active participant
2022$12,980 per active participant

Vulcan, Inc.'s 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$120 · 0.00%
2022Not separately reported
All plans at this employer2
VULCAN, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
VULCAN, INC. 401(K) PLAN401(k)
Same employer
Similar plansManufacturing · Alabama
Hanna Steel Corporation AL$44.8M · 0.18%
Threaded Fasteners, Inc. AL$42.4M · 0.01%
Kronospan Inc. AL$37.1M · 0.32%
Sunshine Mills, Inc. AL$35.1M · 0.02%
Topre America Corporation AL$33.8M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 630513868 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.